Access Management
Manage project collaborators by inviting users and assigning roles to control their access and permissions.
Last updated
Manage project collaborators by inviting users and assigning roles to control their access and permissions.
Last updated
The Access Management tab allows you to invite collaborators, assign roles, and manage group access (if available). This ensures that only authorized users can view or modify your project’s data and settings.
This tab appears if you own a personal account on the Scale plan or if your assigned role supports access management. For organization-owned projects, the tab is visible only to members with the required permissions.
Personal accounts on the Scale plan can invite any account on Starter or Scale. For organization-owned projects, the invitee must already be a member of the organization; otherwise, the invitation will not be sent.
This option is visible only when the project belongs to an organization. If the project belongs to a personal account, the Invite Groups tab does not appear.
Go to the Access Management Tab
Navigate to Project Settings, then select Access Management.
Enter Collaborator Details
In the “New Collaborators” section, type the user’s email address. Alternatively, if you’re sharing with a group, choose the group from the dropdown.
Assign a Role
Select a role (Admin, Read/Write, or Read Only) from the dropdown. If sharing with a group, you may choose a custom role if it is available; if not, select one of the standard roles.
Click Invite
An invitation email is sent to the collaborator. They appear in the “Project Collaborators” list once they accept.
Learn more about roles and permission options for managing project access.
